Customizing Your Itinerary with the Presentation Editor

The Presentation Editor is a powerful tool designed to help you tailor your itineraries for clients. From editing text to rearranging photos, this feature allows you to create polished and professional presentations directly within itrvl. Follow these steps to customize your itinerary:  

How to Use the Presentation Editor  

1. Access the Presentation Editor; after building your itinerary, click “Check it out” in the banner at the top of the screen. You’ll be directed to Edit Itinerary 2, where you can click Presentation Editor to begin editing.  

2. Select a Segment to Edit; locate the itinerary segment you wish to customize and click on it to view all editable details.  

3. Edit Accommodation Details; update names, descriptions, daily itinerary notes, inclusions/exclusions, and room types in the accommodations section.  

4. Customize Photos; rearrange images by dragging and dropping, upload your own photos, or select a featured image by moving it to the first position. To hide a photo, click the “eye icon”.  

5. Hide Lines from Clients; use the “Visibility” dropdown to hide specific lines in the itinerary by selecting “Not Visible”.  

6. Add Details to Flights and Transfers; enhance these segments with detailed notes and review how they appear in the client portal.  

7. Save Your Changes; ensure all edits are saved before navigating away from the editor.  

8. Return to Edit Itinerary 2; click “Back to Itinerary” to exit the Presentation Editor and return to the main itinerary editing screen.  

9. Retrieve the Share Link; go to “Client Details” to access and share the final itinerary with your client.